Viewing Company Canadian Natural Rsrcs | StockChase
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Compiling comments that experts make about stocks while on public TV.

Canadian Natural Rsrcs Stock Symbol: CNQ-T

Notes:70% oil 30% gas

Last Price Recorded: $40.4900 on 2017-09-19

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Date Signal Expert Opinion Price
2017-09-19 HOLD Nick Majendie

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Both companies, relative to the other stocks in the energy index, have performed pretty well. From this point on, he likes both, and is hard-pressed to tell you which one he would choose. Both have very good growth profiles. This one has made acquisitions recently. They are both very good on M&A on an opportunistic basis. Their balance sheets have been improving steadily. Because they have both held their ground so well, there are better opportunities in some of the intermediate space, in terms of capital gains.


Price:
$40.490
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-13 BUY Michael Sprung

He likes this a lot and admires its management. Probably the foremost producer in Canada without being integrated. A real benchmark for the energy industry. Superbly run, and has always maintained a good solid balance sheet. That allows them to take advantage when opportunities arise. Lately they’ve made some significant acquisitions, and he expects that will continue going forward.


Price:
$40.220
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-08-24 WEAK BUY Rick Stuchberry

This is a great Canadian company with fabulous properties and it is well managed.  You need energy to start to do something.  If you are optimistic on the energy price and have a long time horizon then this is a great stock.


Price:
$38.710
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
Unknown
2017-08-23 TOP PICK Douglas Kee

They did a good job of making acquisitions. There is an overhang of 4 billion of stock to come out at some point.  They can pay down debt, increase the dividend and buy back shares with it.  (Analysts’ target: $48.00).


Price:
$38.720
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Yes
2017-08-21 TOP PICK Fabrice Taylor

It is safe here.  It does not rely on higher oil prices.  Once their project is done they will have a lot more cash to throw around.  The downside does not look too bad. (Analysts’ target: $48.11).


Price:
$38.000
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-07-28 COMMENT Greg Newman

He is modelling a 69% 2017 estimated payout ratio at $53 WTI, which is probably approaching 80% right now. This company has outstanding growth. They just did an acquisition. He is modelling 20% production growth and 40% cash flow per share growth over the next couple of years. The acquisition is very accretive, but for it to work you need oil prices to cooperate. You need to have $50+ oil. He would be looking for oil companies with balance sheets closer to 1X EV to cash flow.


Price:
$38.490
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2017-07-19 HOLD Veronika Hirsch

(Market Call Minute.) This is a hold.


Price:
$38.390
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-07-10 BUY Gerard Ferguson

They have struggled recently.  They are digesting an acquisition. It is going to be a play on energy prices.


Price:
$36.950
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-05 COMMENT Daniel Lloyd

He is Short this, but it is more of a generic Short in that he needed a hedge being Long on energy. If he is wrong on energy, this company will be harmed quite a bit by a very enormous debt load.


Price:
$36.830
Subject:
CANADIAN
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-06-26 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

Energy is his biggest weight in his portfolios and has been for a couple of weeks.  We are at the lower end of the oil price range.  CNQ-T has held up well over the last 5 years.  He does not see the tail risk currently.  You want to buy a quarter or a third into a position and do so on weakness.


Price:
$37.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-06-14 TOP PICK Bill Harris, CFA

As energy pulled off, he added to this in the last 48 hours. In a perfect world, he would have waited until it was in the low $30s. Likes the acquisition they’ve done. With the positive energy outlook, he thinks it will throw off fantastic amounts of money in a couple of year’s time. In this bad market, this is one he would add to. Dividend yield of 2.8%. (Analysts’ price target is $52.50.)


Price:
$37.360
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-06-12 COMMENT Josef Schachter

Has a BV of $25.17 at the end of Q4. They did the big Shell deal, and the stock dropped from around $44 to $39. Debt is now a $25 billion, and equity is about $30 billion, so the balance sheet is very leveraged. They are planning to sell some non-core assets. This deal is more well received than what the Cenovus was with Conoco Phillips. However, it is oil sands and a large part of their production is there. If oil prices go below $40, this stock will probably get hit, so you will have a chance to buy even cheaper. A great name to own for the next cycle, but is trading expensively.


Price:
$39.170
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEARISH on ENERGY
Owned:
No
2017-06-07 TOP PICK Michael Sprung

It is hard to find value, but in the energy area amongst the seniors, if you have a 5-year time horizon, you are going to make good money. This is one that gives you that opportunity. Dividend yield of 2.8%. (Analysts’ price target is $52.50.)


Price:
$38.540
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-29 HOLD Teal Linde

Next year the horizon project will be completed and there will be no more capital cost.  It started back in 1999.  They have delivered exactly on plan.  The balance sheet is in pretty decent shape.  But the stock has run up a bit, so it is a hold.


Price:
$39.800
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
SELECTIVE
Owned:
Unknown
2017-05-26 COMMENT Stan Wong

He is pretty light on energy at this time. There is a lot of proof showing energy prices are going to remain low and steady. If he were going to have some weighting in energy, this is a great name to own. The technology for shales in the US will continue to put pressure on energy prices going forward. He would probably stick with some of the pipelines or some of the larger cap names such as this.


Price:
$40.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,220 entries
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